Sounding board. Business valuations. Trend-setter. Board member. Softball player. Leadership-Partner.

Areas of Expertise

• Succession planning
• Business valuations
• Business planning
• Growth strategy
• Assurance services

Kathy is eager to serve as a sounding board for her clients, providing insight to clients as they make decisions for their business and accounting issues. She enjoys watching her clients succeed after tackling tough problems. As a partner in the firm, Kathy knows that a business owner can’t always predict the day’s events. Business owners need a circle of advisers to call at a moment’s notice. Many professional service firms, manufacturing clients and family businesses rely on Kathy to fulfill that advisory role.

Kathy specializes in strategic planning, business valuations, and mid-market business accounting. Kathy can quickly sort through data, learn from previous scenarios and think strategically to recommend best practices suitable to each situation.

For years, Kathy has been setting trends and breaking barriers. Her entire career has been spent at Cummings, Keegan & Co. During that time, she became the first female Board Director for CPAmerica International, Inc. Kathy currently serves as Board Chair of Rise. She was one of the first CPAs in MN to receive the ABV, Accreditation in Business Valuations. She leads the Success Management Division for CK&Co., and served as the firm’s Managing Partner for 14 years.

“I like solving the challenges for growing organizations. There is so much variety in the work we do, providing new opportunities to help solve.”